Automate things like...Tasks

Dozens of internal and external automation options that will reduce costs, increase growth, reduce redundancies and errors on FranPort! 

Keep Your Brand Front and center! The first ever Franchise system and business software that does it all! One login for everything!

  • Client/Franchisee Portal access
  • Advanced File Exchange
  • CRM / Client Management
  • Advanced Form Builder
  • Custom Franchisee On-Boarding
  • No-Code Automation Builder
  • Appointment Scheduling
  • Task/Project Management
  • White Label App/Platform
  • Automated Franchise Funnel
  • Payment gateways on platform
  • Time Tracking & Billing
  • Cloud-Based Proposals
  • Automate Billing/Invoicing
  • Documents & eSigning
  • LMS Learning Management
  • Custom Embeddable Forms
  • Email & Drip Marketing
  • Real Time Team Chat
  • Digital Opts manual
  • Automations Portal-wide
  • Portal page templates

And So Much More!!

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into thriving franchisees. Increase conversions and reduce errors and overhead by 500%!


  • Embed Kickoff Form on your website
  • Unlimited Custom Fields in CRM
  • Create triggers and placements 
  • Customize the Franchisee Portal experience
  • Automate your Onboarding process
  • Create Funnel/Landing Pages within portal

Client Portal Alternatives

White Label Portal + Mobile App

Customize the Franchisee/Client/Staff Portal experience with your URL, Logo & Colors

Your Franchisees, Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go, always in the know!


  • Portal can be setup on your URL
  • White Label Mobile App is included
  • Fully Branded Login Page
  • Fully White Labeled email notifications
  • Users never see the Franchise Guardian® brand


Client Portal Mobile App

Franchisee/Client Onboarding + Member Access

Onboarding Franchisees/Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects, clients & Franchisees into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!


  • Start the onboarding using Kickoff Forms on your website
  • Automatically move Prospects through a customized journey
  • No-Code Automations make it easy to build autopilot systems
  • Direct the path of a Prospect based on the choices they make
  • Designed to be flexible and adaptable to your workflow


Secure Messaging directly from Client Portal

Onboarding + Custom Dashboards

Franchisees and Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Franchisee and Client’s will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into your very own franchise Portal.


  • Assign a custom Dashboard to each Franchisee
  • Set custom Dashboard as the ‘Start Page’
  • Each Franchisee uniquely sees their own data
  • Create suggestive actions and much more


Customer Login Portal

Invoicing + Royalties + Subscriptions

Get paid Online + Subscription Payments + Distribution and royalties 

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Royalty Payment & Membership Site solution that provides powerful management options for both you and the Franchisees and Clients.


  • Quickly create Invoices that can be paid online
  • Auto-convert Proposals to Invoices
  • Invoice both ‘One Time’ or Continuously 
  • Franchisees can manage & see their payments 
  • Securely store ‘Payment Methods on file’ with Vault
  • Create monthly Automated Royalty fees, set it and forget it
  • And Much more


Online payments in Client Portal

LMS Learning + Monetization

Integrate Learning into your Business and digitized operations manuals

Organizing your Know-how into an Online digital operations manual for franchisees to follow can be a great asset to your business and a great way to keep franchisees on track! Also use this function to internally educate your staff to keep the brand strength and consistency! Whatever you choose, it is an invaluable tool in your arsenal.


  • Ditch the paper and digitize your operations manuals
  • Build beautiful courses using our drag & drop Editor
  • Lock content until previous Lessons are completed
  • Easily embed video, images, charts, etc.
  • Allows for multiple Courses configured in separate Products
  • And Much More


Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! As franchisors we deal with a lot of intellectual and proprietary files. Using a franchise portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.


  • Client files are securely insulated
  • Integrate file(s) upload into onboarding
  • Use File Requests to ask franchisees to upload
  • Send/Share files of any size to anyone
  • Shared Folders are powerful & flexible
  • And Much More


Client File Management Portal Software

Cloud Proposals + eSigning

Send beautiful Proposals online with a click 

Design all franchise docs, proposals etc. into content-rich, multi-page Proposals and FA’s that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)


  • Proposal/FA’s are viewed & eSigned online in the portal 
  • Prospect/Client/Franchisees do not need to log in to view
  • Auto-generate Invoice when accepted 
  • One time Templates prevent repetitive work
  • Signature is documented & 100% legal


Proposal Software Client Portal

Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked. Time is money and we just freed up a lot with this function…


  • Can be used by your entire team
  • Leads can book directly from your website
  • Create a ‘Book me’ landing page with custom URL
  • Sync appointments to your Google calendar
  • Admin can book on behalf of others


Scheduling Appointment directly from Client Portal

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice or to keep track.


  • Task Templates & Generators eliminate repetition
  • Design a workflow, then automate the steps
  • Task timers allow for granular time tracking
  • Easily convert tasks/projects into Invoices
  • Kanban boards simplify organization


Project Management Software Client Portal

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions all within your portal

Email Campaigns can be created and sent at a particular dates and times, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.


  • Add manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign Templates let you re-use base design
  • Import your existing subscriber list via CSV
  • Track campaign opens and clicks
  • And Much More


Client Email Marketing Software

E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.


  • Document Templates with Dynamic Data for use in Automations
  • Trigger a Document to be sent/signed on autopilot
  • Fully compliant Audit Trail including IP address
  • Notifications when a Document is viewed, signed, and completed
  • Trigger a variety of automatic actions after the Document is signed


Proposal Software Client Portal

Secure Messaging + Live Chat

Communicate seamlessly with your franchisees, Clients and your Team in a secure & organized way all on the portal

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Franchisees/Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.


  • HIPAA Compliant secure messaging
  • Clients can send messages to you
  • Control who in your org Clients can message
  • Organize with unlimited Folders
  • Live chat w/ direct messages & channels


Secure Messaging directly from Client Portal

Integrate with some of the worlds most powerful Apps on FranPort. Whether you’re a Franchise system, Small, Medium, or large business in any sector, FranPort is game changing technology!

Show me more…

So what else…

A lot! Including we will setup your entire platform and Mobile App, brand it, create your URL (Your domain name), upload whatever templates and automations you need, train and consult you on the entire platforms capabilities, and roll your brand new image out like rockstars, and if you wish, nobody will even know it was us 😉 let us show you more and propel your brand to the next level!

Ready to Reduce costs, streamline, digitize, automate and increase revenues?